Filed May 2, 2019 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $126,096 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $8,321 |
ALGER5 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LEGG MASON3 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
VICTORY5 years Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,300 | $104,317+118.9% | $159,436+43.2% | $86,799+163.0% |
| Participation rate | 93.0% | 77.7%+15.3pp | 82.8%+10.2pp | 72.3%+20.8pp |
| Annual return | 13.28% | 26.32%-13.0pp | 263.57%-250.3pp | 97.91%-84.6pp |
| Employer contribution / active EE | $3,283 | $3,451-4.9% | $4,829-32.0% | $2,405+36.5% |
| Participant deferral / active EE | $9,919 | $6,837+45.1% | $7,352+34.9% | $4,131+140.1% |
| Admin fee / account holder | $260 | $172+51.0% | $10,799-97.6% | $170+53.3% |